Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
Holdings Activity Buys Sells    History
Holding/activity history for  Waste Management, Inc. (WM)
← All WM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q1 0 0.00 Sell 100.00% 4.18 $33.20–38.34 · VW $36.05i SEC
2005   Q4 29,881,066 4.18 Reduce 3.79% 0.16 $29.67–34.21 · VW $32.38i $906,890,000 SEC
2005   Q3 31,056,760 4.30 Reduce 1.14% 0.06 $26.95–30.87 · VW $29.24i $888,534,000 SEC
2005   Q2 31,416,360 4.90 Reduce 3.20% 0.18 $26.80–29.76 · VW $28.00i $890,340,000 SEC
2005   Q1 32,456,360 5.64 Reduce 0.34% 0.02 $27.18–30.07 · VW $28.91i $936,366,000 SEC
2004   Q4 32,567,955 6.10 Reduce 0.72% 0.04 $28.36–31.42 · VW $29.67i $975,084,000 SEC
2004   Q3 32,803,955 6.05 Reduce 2.34% 0.17 $26.03–30.00 · VW $28.61i $896,860,000 SEC
2004   Q2 33,590,155 7.18 Reduce 0.40% 0.03 $26.40–30.75 · VW $28.31i $1,029,538,000 SEC
2004   Q1 33,725,155 7.13 Reduce 0.23% 0.02 $27.60–31.00 · VW $29.12i $1,017,825,000 SEC
2003   Q4 33,804,155 6.74 Add 1.99% 0.13 $25.67–30.10 · VW $28.09i $1,000,604,000 SEC
2003   Q3 33,144,155 6.17 Add 0.35% 0.02 $24.90–29.72 · VW $28.01i $867,383,000 SEC
2003   Q2 33,029,155 5.67 Add 1.09% 0.06 $23.10–26.76 · VW $25.49i $795,672,000 SEC
2003   Q1 32,673,155 5.73 Add 2.91% 0.16 $19.59–25.51 · VW $23.52i $692,017,000 SEC
2002   Q4 31,749,348 5.98 Add 0.74% 0.04 $19.39–25.15 · VW $21.48i $727,694,000 SEC
2002   Q3 31,515,848 6.61 Add 5.22% 0.33 $20.20–25.86 · VW $23.66i $734,950,000 SEC
2002   Q2 29,951,125 6.54 Reduce 0.60% 0.04 $21.15–28.89 · VW $25.16i $780,227,000 SEC
2002   Q1 30,131,625 6.98 Add 3.17% 0.21 $24.99–28.50 · VW $26.98i $821,087,000 SEC
2001   Q4 29,204,725 8.10 Reduce 5.52% 0.42 $22.00–32.50 · VW $26.94i $931,923,000 SEC
2001   Q3 30,912,118 7.62 Reduce 12.19% 1.14 $24.09–31.34 · VW $28.24i $826,590,000 SEC
2001   Q2 35,203,484 9.37 Reduce 14.78% 1.30 $27.38–31.85 · VW $30.05i $1,084,971,000 SEC
2001   Q1 41,308,984 8.77 Reduce 3.30% 0.32 $22.51–28.24 · VW $26.24i $1,020,332,000 SEC
2000   Q4 42,720,409 9.62 Reduce 25.83% 2.31 $22.52–28.63 · VW $25.51i $1,185,490,000 SEC
2000   Q3 57,596,907 8.94 Add 0.30% 0.03 $17.13–26.56 · VW $22.54i $1,004,346,000 SEC
2000   Q2 57,421,807 10.20 Add 0.32% 0.03 $16.38–21.88 · VW $19.07i $1,091,014,000 SEC
2000   Q1 57,240,207 7.67 Reduce 6.77% 0.79 $13.00–20.88 · VW $18.08i $783,475,000 SEC
1999   Q4 61,394,007 11.75 Add 10.09% 1.08 $13.88–18.50 · VW $15.79i $1,055,209,000 SEC
1999   Q3 55,769,407 11.90 Add 294.12% 8.88 $14.00–22.00 · VW $17.65i $1,073,561,000 SEC
1999   Q2 14,150,530 9.08 Reduce 0.50% 0.04 $21.44–57.38 · VW $33.56i $760,590,000 SEC
1999   Q1 14,221,704 8.56 $44.38 $631,089,000 SEC
Price snapshot:
Current price$236.71
52-week low$191.77
52-week high$246.08